Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Cohn has been an active advisor in the financial industry since 1984. Currently, Barry Cohn is registered with Stifel, Nicolaus & Company, Inc. and has been with them since 2007. Barry Cohn is also registered in 28 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
04/24/2007 - Present
Stifel, Nicolaus & Company, Inc. (PEPPER PIKE OH)
OH
01/31/2003 - 04/24/2007
RYAN BECK & CO. (PEPPER PIKE OH)
NY
04/11/1997 - 02/04/2003
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
IL
09/25/1995 - 04/11/1997
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
01/18/1993 - 09/25/1995
RODMAN & RENSHAW INC. (CHICAGO IL)
NY
01/10/1991 - 01/21/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/22/1984 - 01/09/1991
COWEN & CO. (NEW YORK NY)
IA
Issued 04/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/14/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2007
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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